Evermay Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
7,458
+4
| +0.1% | +$1.94K | 0.45% | 26 |
|
|
2025
Q1 | $3.97M | Sell |
7,454
-316
| -4% | -$168K | 0.52% | 24 |
|
|
2024
Q4 | $3.52M | Sell |
7,770
-33
| -0.4% | -$15K | 0.53% | 27 |
|
|
2024
Q3 | $3.59M | Buy |
7,803
+73
| +0.9% | +$33.6K | 0.58% | 25 |
|
|
2024
Q2 | $3.14M | Buy |
7,730
+17
| +0.2% | +$6.92K | 0.5% | 28 |
|
|
2024
Q1 | $3.24M | Buy |
7,713
+125
| +2% | +$52.6K | 0.49% | 28 |
|
|
2023
Q4 | $2.71M | Sell |
7,588
-1,773
| -19% | -$632K | 0.5% | 22 |
|
|
2023
Q3 | $3.28M | Sell |
9,361
-79
| -0.8% | -$27.7K | 0.67% | 18 |
|
|
2023
Q2 | $3.22M | Sell |
9,440
-149
| -2% | -$50.8K | 0.62% | 19 |
|
|
2023
Q1 | $2.96M | Sell |
9,589
-487
| -5% | -$150K | 0.6% | 20 |
|
|
2022
Q4 | $3.11M | Buy |
10,076
+520
| +5% | +$161K | 0.63% | 22 |
|
|
2022
Q3 | $2.55M | Buy |
9,556
+318
| +3% | +$84.9K | 0.51% | 22 |
|
|
2022
Q2 | $2.52M | Buy |
9,238
+11
| +0.1% | +$3K | 0.49% | 22 |
|
|
2022
Q1 | $3.26M | Buy |
9,227
+551
| +6% | +$194K | 0.55% | 20 |
|
|
2021
Q4 | $2.59M | Sell |
8,676
-333
| -4% | -$99.6K | 0.46% | 20 |
|
|
2021
Q3 | $2.46M | Sell |
9,009
-126
| -1% | -$34.4K | 0.48% | 20 |
|
|
2021
Q2 | $2.54M | Sell |
9,135
-215
| -2% | -$59.8K | 0.47% | 20 |
|
|
2021
Q1 | $2.39M | Sell |
9,350
-319
| -3% | -$81.5K | 0.48% | 21 |
|
|
2020
Q4 | $2.24M | Sell |
9,669
-540
| -5% | -$125K | 0.49% | 21 |
|
|
2020
Q3 | $2.17M | Sell |
10,209
-45
| -0.4% | -$9.58K | 0.53% | 21 |
|
|
2020
Q2 | $1.83M | Buy |
10,254
+570
| +6% | +$102K | 0.48% | 23 |
|
|
2020
Q1 | $1.77M | Buy |
9,684
+57
| +0.6% | +$10.4K | 0.54% | 20 |
|
|
2019
Q4 | $2.18M | Buy |
9,627
+2,155
| +29% | +$488K | 0.54% | 21 |
|
|
2019
Q3 | $1.56M | Buy |
7,472
+1,129
| +18% | +$235K | 0.42% | 27 |
|
|
2019
Q2 | $1.35M | Buy |
6,343
+886
| +16% | +$189K | 0.38% | 33 |
|
|
2019
Q1 | $1.1M | Buy |
5,457
+210
| +4% | +$42.2K | 0.31% | 37 |
|
|
2018
Q4 | $1.07M | Sell |
5,247
-138
| -3% | -$28.2K | 0.35% | 34 |
|
|
2018
Q3 | $1.15M | Buy |
5,385
+50
| +0.9% | +$10.7K | 0.36% | 34 |
|
|
2018
Q2 | $996K | Sell |
5,335
-195
| -4% | -$36.4K | 0.33% | 36 |
|
|
2018
Q1 | $1.1M | Sell |
5,530
-1,355
| -20% | -$270K | 0.38% | 33 |
|
|
2017
Q4 | $1.37M | Buy |
6,885
+663
| +11% | +$131K | 0.5% | 21 |
|
|
2017
Q3 | $1.14M | Buy |
6,222
+7
| +0.1% | +$1.28K | 0.5% | 20 |
|
|
2017
Q2 | $1.05M | Sell |
6,215
-7
| -0.1% | -$1.19K | 0.47% | 22 |
|
|
2017
Q1 | $1.04M | Buy |
6,222
+1,940
| +45% | +$323K | 0.46% | 23 |
|
|
2016
Q4 | $698K | Sell |
4,282
-63
| -1% | -$10.3K | 0.34% | 25 |
|
|
2016
Q3 | $628K | Sell |
4,345
-537
| -11% | -$77.6K | 0.32% | 28 |
|
|
2016
Q2 | $707K | Hold |
4,882
| – | – | 0.37% | 26 |
|
|
2016
Q1 | $693K | Sell |
4,882
-261
| -5% | -$37K | 0.39% | 27 |
|
|
2015
Q4 | $679K | Sell |
5,143
-1,146
| -18% | -$151K | 0.4% | 27 |
|
|
2015
Q3 | $820K | Buy |
6,289
+629
| +11% | +$82K | 0.49% | 24 |
|
|
2015
Q2 | $770K | Buy |
5,660
+101
| +2% | +$13.7K | 0.46% | 25 |
|
|
2015
Q1 | $802K | Buy |
5,559
+655
| +13% | +$94.5K | 0.47% | 25 |
|
|
2014
Q4 | $736K | Buy |
4,904
+430
| +10% | +$64.5K | 0.48% | 26 |
|
|
2014
Q3 | $618K | Buy |
4,474
+112
| +3% | +$15.5K | 0.53% | 26 |
|
|
2014
Q2 | $552K | Buy |
4,362
+1,800
| +70% | +$228K | 0.48% | 28 |
|
|
2014
Q1 | $320K | Buy |
+2,562
| New | +$320K | 0.34% | 45 |
|